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CLBAX vs MACPX
CLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
BlackRock Balanced Institutional
Price$27.56
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets1.71B
CLBAX vs MACPX Comparison Chart in %
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CLBAX vs. MACPX commentary
Sep 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Buy and MACPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. MACPX (1.71B). MACPX pays higher dividends than CLBAX: MACPX (2.70) vs CLBAX (1.80). CLBAX was incepted earlier than MACPX: CLBAX (24 years) vs MACPX (52 years). CLBAX (0.58) and MACPX (0.56) have similar cost to investors . MACPX is a more actively managed with annual turnover of: 101.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MACPX: CLBAX (250) vs MACPX (2000000). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. MACPX (5.73). CLBAX return over 5 years is better than : 41.54 vs. MACPX (21.44).
| CLBAX | MACPX | CLBAX / MACPX | |
| Total Expense Ratio | 0.58 | 0.54 | 107% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 24 years | 52 years | - |
| Gain YTD | 11.362 | 7.657 | 148% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.71B | 15,061% |
| Annual Yield % from dividends | 1.80 | 2.70 | 66% |
| Returns for 1 year | 9.95 | 5.73 | 174% |
| Returns for 3 years | 40.92 | 38.21 | 107% |
| Returns for 5 years | 41.54 | 21.44 | 194% |
| Returns for 10 years | 88.47 | 39.84 | 222% |
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